December 18, 2023
September 27, 2021

Focus on Finance: 6 Ways Marketing Can Earn Customer Trust

The FinServ industry has been challenged with keeping pace with customer expectations in the digital age. Only 27 percent of consumers say they receive a seamless experience across their bank’s branch, online, and mobile channels. Meanwhile, 80 percent of investors under 40 indicated they would leave their asset management firm if it fails to provide an integrated channel experience.

Providing personalized experiences at scale and measuring the impact of campaigns is crucial for a digital marketer's success in the FinServ space.

This fact sheet provides an overview of Marketo’s key FinServ capabilities, including:

  • Personalization at scale
  • Proving marketing impact
  • Speed time-to-value
  • World-class security and configuration for a highly-regulated industry

Focus on Finance: 6 Ways Marketing Can Earn Customer Trust

The FinServ industry has been challenged with keeping pace with customer expectations in the digital age. Only 27 percent of consumers say they receive a seamless experience across their bank’s branch, online, and mobile channels. Meanwhile, 80 percent of investors under 40 indicated they would leave their asset management firm if it fails to provide an integrated channel experience.

Providing personalized experiences at scale and measuring the impact of campaigns is crucial for a digital marketer's success in the FinServ space.

This fact sheet provides an overview of Marketo’s key FinServ capabilities, including:

  • Personalization at scale
  • Proving marketing impact
  • Speed time-to-value
  • World-class security and configuration for a highly-regulated industry
The FinServ industry has been challenged with keeping pace with customer expectations in the digital age. Connecting with customers consistently, honestly, and in plain language can help earn their trust –– doing this at scale without a large team requires a powerful marketing automation tool. Here are six ways Marketing Automation enables you to deliver a customer experience that builds lasting loyalty.

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